Organization admins can create regions to make copying Engagement templates, forms/consents, online scheduling services, office hours, and more easier to do across multiple locations. With regions created, organization admins can also provide user access to a specific region. When an office is added or removed from the region, user access is also automatically updated, saving you time.
Location access can only be provided to users by Organization Admins. By default, Organization Admins are set up with Admin permissions and have access to the entire organization.
Create Regions in Engagement
Click on the Settings gear in the upper right corner, then click on the Organization Setup tab
Click on Regions
If no regions have been created yet, click on the Create Region button
Next, make the following selections:
Add a region logo/image
Add a region name
Select the practices that should be included in the region
When finished, click Create
Once your region has been created, it will show in the Regions list. Quickly see which practices are included in each region and click on the pencil icon to make changes.
